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2022-How To Connect [Meta] to [LionDesk] - (Part 1 of 2)

Published on: December 6 2022 by Jaime Resendiz

In today's digital age, it is important for businesses to stay up-to-date with the latest technologies and tools available to them. One such tool is Meta, a platform that allows for seamless communication and collaboration within teams. Another powerful tool is LionDesk, a customer relationship management system that helps businesses manage their interactions with clients. In this two-part article, we will explore how to connect Meta to LionDesk, allowing for even more streamlined communication and organization.

Part 1: Connecting Meta to LionDesk

To connect Meta to LionDesk, follow these steps:

1. Log in to your LionDesk account and navigate to the Integrations tab.

2. Click on Meta and follow the prompts to connect your Meta account.

3. Once connected, you will be able to access all of your Meta conversations and channels directly from within LionDesk.

4. You can also create new Meta conversations and channels from LionDesk, making it even easier to communicate with your team and clients.

Benefits of Connecting Meta to LionDesk:

1. Streamlined communication: With Meta and LionDesk connected, you can access all of your conversations and channels in one place, saving time and reducing the risk of missing important messages.

2. Enhanced organization: LionDesk's powerful organizational tools combined with Meta's seamless communication platform make for a winning combination.

3. Better customer service: With all of your client interactions in one place, you can provide faster, more efficient customer service.

Connecting Meta to LionDesk is a simple but powerful way to enhance your team's communication and organization. By following the steps outlined above, you can start reaping the benefits of these two powerful tools working together. Stay tuned for part two of this series, where we will explore even more ways to optimize your workflow with Meta and LionDesk.

2022-How To Connect [Meta] to [LionDesk] - (Part 1 of 2)

In this article, we will discuss automating lead distribution through various software programs such as Lyon Desk, ClickFunnels, Zapier, and Facebook. We will break down the process into two videos to avoid making the video too lengthy. In the first video, we will focus on connecting Facebook and Lyon Desk. Our goal is to automate the process of getting leads to our CRM, Lyon Desk.

We will use a lead campaign to collect lead information through Facebook. However, even if you check your ads on your mobile device, you cannot see the leads as they are kept on Facebook. Therefore, we need to automate the process of getting leads from Facebook to Lyon Desk. Once the leads are in Lyon Desk, we can initiate our drip campaign, which includes sending automated texts, calls, and emails to reach out to potential clients as quickly as possible.

To achieve this automation, we will introduce Zapier, which connects our CRM and ClickFunnels. Zapier acts as a conduit and provides the transfer of the lead from ClickFunnels to Lyon Desk in an automated way. This way, whether the lead comes through Facebook or ClickFunnels, the drip campaign will start, and the potential client will receive the same call, email, and text message.

To set up this automation, we will need to create a new source on Lyon Desk, set up lead distribution, and go to Facebook settings. We will create a form at the end of the Facebook ad campaign to collect lead information. It is essential to title the form precisely as what we are offering to avoid any confusion. We will also need to refresh the source to ensure it populates correctly.

In conclusion, automating lead distribution can save time and ensure potential clients receive prompt communication. By connecting Facebook and Lyon Desk through Zapier, we can streamline the process of getting leads into our CRM and initiating our drip campaign.

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